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Matthew Dennis Blackburn

Class Vi Family Office, LLC

Denver, CO

CRD 2238919

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Employer firm

Class Vi Family Office, LLC CRD 285035

$1.50B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Class Vi Family Office, Llc

255 Fillmore Street Suite 500, Denver, CO 80206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-11
CO RA APPROVED 2023-01-10
  • TX RA
    APPROVED
    Since 2023-01-11
  • CO RA
    APPROVED
    Since 2023-01-10

Branch Locations

255 Fillmore Street Suite 500, Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank Na Denver CO 07/2009 09/2016
Cva Family Office, Llc Denver CO 09/2016 Present
  • 07/2009 → 09/2016
    Key Bank Na
    Denver, CO
  • 09/2016 → Present
    Cva Family Office, Llc
    Denver, CO
Previous Registrations
  • 2016-09-14 → 2022-12-31
    Denver, CO
  • 2007-06-11 → 2009-08-05
    Natcity Investments, Inc.
    Cincinnati, OH
    Cincinnati, OH
  • 2004-08-31 → 2005-12-31
    Natcity Investments, Inc.
    Cleveland, OH
Other Businesses

1. Managing member of MDBHBZ Investments, LLC. This LLC is a partial direct owner of the CVA Family Office. 2. January 2019- Member of Entrepreneur Private Investment Club (EPIC)- Offers network of business owners and entrepreneurs forum to review/share private investment opportunities. It is investment related but offers no compensation to members. Time spent- approximately 1 hour per month. 3. May 2020- EPIC Next Ventures Investments, LLC Epic Next Ventures is an LLC that holds an interest in venture capital fund Next Ventures Investments. Address: 53 Golden Eagle Lance, Littleton, CO 80127. 0 hours per month, minority/ passive investor in both the LLC and Next Ventures Investments. 4. Minority Member of Class VI Securities LLC, Class VI Investments II LLC, Class VI Partners LLC, 2023-Present

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-12
S63 Uniform Securities Agent State Law Examination 1993-04-30
  • S65 Uniform Investment Adviser Law Examination
    2016-07-12
  • S63 Uniform Securities Agent State Law Examination
    1993-04-30

View on SEC IAPD

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